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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,294 | $160,040-91.7% | $147,096-91.0% | $145,877-90.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 19.63% | 98.49%-78.9pp | 419.75%-400.1pp | 551.28%-531.7pp |
| Employer contribution / active EE | $1,435 | $5,289-72.9% | $4,936-70.9% | $4,663-69.2% |
| Participant deferral / active EE | $3,730 | $8,429-55.7% | $8,071-53.8% | $6,691-44.3% |
| Admin fee / account holder | $881 | $15,050-94.1% | $13,005-93.2% | $13,402-93.4% |